Invoices

Billing / Billing / Filters / Invoices Adding Additional Columns to an Invoice

Once you’ve created an invoice you can choose exactly what information you want it to display. To do so:

  1. If you’re not looking at the invoice you want to edit, navigate to Billing  then select Invoices.
  2. Click the Actions  dropdown and select Print.
  3. On the timesheet preview page, click on the Columns tab on the top left of the page.
  4. From there you can use the checkboxes  to add or remove fields  from your invoice.

Once you’re done, click Generate PDF you’ll be able to see your customized invoice.

Billing / Billing / Filters / Invoices Creating a Provider Invoice

Provider invoices allow you to create provider billing statements for your contractors.

To create a provider invoice:

  1. Navigate to the  Billing module and select Billing
  2. After selecting the entries you wish to invoice, click on the Actions button and select Bulk-generate invoices

3. On the next page, click Provider Invoice

4. Select Bill to and Bill from and click Bulk-Generate Provider Invoices

5. Click to print your invoice. You can edit the information you wish to include on the invoice by placing a check mark next to the column. When finished, click Generate PDF

6. Click Download All  in the Download Invoices box and then  Download in the Download All Invoices box

7. A PDF will be generated to save and print

Billing / Billing / Filters / Invoices How do I set up invoices by date of service?

To list entries on an invoice in your preferred order (e.g., by date of service), open and invoice and click on the ‘Other’ tab.

 

Select the desired order you wish to list the entries in and then click Print or Save Settings to save the settings to use for future invoices.

Billing / Billing / Filters / Invoices How to filter invoices by Visible, Payable, and Status

Billers can control whether an invoice is visible to a client and whether or not it is payable by the client via the client portal.

Filter your invoices by Visible, Payable, and Status

  • Navigate to Billing , then invoices.
  • Click on the Filters tab on the sidebar to the left of the page.
  • Click on the Invoice Filters dropdown.
  • Select either Visible to Client, Payable by Client, or Paid in Full.

Billing / Billing / Filters / Invoices How to Make an Invoice Payable

Now that clients can make payments via the client portal, billers can mark an invoice as payable or unpayable. By default, an invoice is not automatically shared with the client.

How to mark a single invoice as payable:

  1. Navigate to the Billing module then select Invoices
  2. Select the invoice you want to mark as payable and click the slider under the column marked as Client: Payable

How to mark multiple invoices as payable:

  1. Navigate to  Billing module and select Invoices
  2. Select the invoices you want to mark as payable, by clicking the checkbox  next to each one
  3. Near the top of the screen a menu will appear. Select Yes next to Client:

How to mark an invoice as not payable:

  1. Navigate to the  Billing module and select Invoices
  2. Select the invoices you want to mark as payable, by clicking the checkbox  next to each one
  3. Near the top of the screen a menu will appear. Select No next to Client: Payable

Billing / Billing / Filters / Invoices How to Share and Unshare an Invoice with a Client

Billers can now share or unshare invoices with clients. By default, an invoice is not automatically shared with the client.

How to share a single invoice:

  1. Navigate to Billing module and select Invoices
  2. Find the invoice you want to share and click the slider under the column marked as Client: Visible

How to share invoices in bulk:

  1. Navigate to  Billing module and select Invoices
  2. Find the invoices you want to share and click on the checkbox next to each one
  3. Near the top of the screen a menu will appear. Select Yes next to Client:

How to unshare invoices:

  1. Navigate to  Billing module and select Invoices
  2. Find the invoices you want to share and click on the checkbox next to each one
  3. Near the top of the screen a menu will appear. Select No next to Client:

Billing / Billing / Filters / Invoices Invoices Screen

The Invoices screen in the $ Billing module contains all the invoices you have already generated in an easy to view table.

The Invoices screen allows you to filter invoices by the date they were generated and make invoices visible and/or payable to clients in the Client Portal, for clients to be able to view and/or pay the invoice. You can also print, void and download invoices from this screen.

To access the Invoices screen:

  1. Navigate to the $ Billing module and select Invoices
  2. You will land on the Invoices screen
  3. Click the date range on the top left corner to define your invoices date range view
  4. All invoices is the default view. Click Void to filter all your voided invoices for the given date range
  5. Click the columns icon on the top right corner to customize the columns displayed on the invoice
  6. Click the toggle under the Client: Visible column within the table, to make the invoice visible to the client in the Client Portal
  7. Click the toggle under the Client: Payable column within the table, to make the invoice visible to the client in the Client Portal
  8. Click the Actions  button on the right hand-side of an invoice and select:
    • Print: to print the invoice
    • Void: to void the invoice
    • Download: to download a pdf version of the invoice
  9. To perform actions in bulk, click the checkbox  on the left hand side column of the invoices, and click the options displayed on top of the screen:
    • Client: Visible –> Click Yes or No to make all the selected invoices visible to their respective client in the Client Portal
    • Client: Payable –> Click Yes or No to make all the selected invoices payable to their respective client in the Client Portal
    • Print –> to print all the selected invoices

 

Billing / Billing / Filters / Invoices Printing Client and Provider Signatures

To print provider and/or client signatures:

  1. Navigate to the  Billing module and select Billing
  2. Select the billing entries you want to print signatures for

3. Click on the Actions button and select Bulk-Generate Invoices

4. Click Activity Statement

5. Select the Bill to and Bill from addresses. Then, click Bulk-Generate activity statements

6. On the next screen, click Click here to print your invoices. This will bring you to the print preview page. Select the columns you wish to print. Ensure that Client and/or Provider signatures are selected

7. Click on the Save Settings button and then To this activity invoice only, for the single invoice or for future use when printing Activity Statements

8. Then click Generate PDF

9. Click Download All in the Download Invoices box and then  Download in the Download All Invoices pop-up

10. This will generate a PDF for you to save and print

 

Billing / Billing / Filters / Invoices Save Settings Within an Invoice

To save changes to a single invoice, select  Save Settings and choose To this client invoice only.

To make this the default template for all future invoices of this type,  select  Save Settings and choose Update global defaults for all client invoices.

Client Portal / Billing / Billing / Filters / Invoices View and Pay Invoices

Clients are able to pay invoices from their Client Portal account if the invoice is marked as Payable by Client and Visible to Client by the organization, and if the organization accepts credit card payments.

For a client to pay an invoice via the Client Portal:

  1. Log in to the Client Portal at members.centralreach.com
  2. Click the Billing menu on the main menu bar
  3. Click Invoices on top of the Billing screen
  4. To view an invoice, click the download icon on the right side of the invoice
  5. To pay an invoice, click the Pay button on the right side of the invoice
  6. To make a payment using an existing credit card:
    1. Click Pay with a Saved Card
    2. Click the credit card you would like to use
    3. Enter the card CVC
    4. Click Pay Invoice for $X
  7. To make a payment using a new credit card:
    1. Click Use a New Card 
    2. Complete the Credit Card Info, Billing Info, and Card Name
    3. Click Pay and save for future use